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Home > Institutional Investor > Sage Investment Advisers Llc > Profile

Instuitional Investor - Sage Investment Advisers Llc

Fund Profile
Filing Period:
Fund Name: Sage Investment Advisers Llc
Portfolio Value $82,437,072
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 17,550 $7,665,675 9.29%
2.
Visa Inc.
 V 23,465 $6,109,151 7.41%
3.
Churchill Downs Inc
 CHDN 32,160 $4,339,349 5.26%
4.
Ishares Trust
 IAU 96,730 $3,775,372 4.57%
5.
Chevron Corp
 CVX 24,285 $3,622,380 4.39%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)